Blair Inslee

Assistant Vice President, Senior Financial Advisor, Senior Portfolio Advisor

Role
Assistant Vice President, Senior Financial Advisor, Senior Portfolio Advisor at Merrill Lynch
Location
Boston, MA, US
LinkedIn followers
500 followers

About Blair Inslee

Family wealth is an intricate and emotional endeavor, making our family a natural advocate for yours. With over 70 years of collective experience at Merrill Lynch Wealth Management, The Inslee Wealth Management Group still believes that the cornerstone of any advisory relationship is trust and confidentiality. Our unwavering commitment to our clients has never changed; our mission is to provide wealth advisory services for affluent families that help to create, preserve and manage their wealth. Our team facilitates a disciplined process that allows our families to address the significant complex financial needs and decisions that they will face in their lifetimes. We do this by assisting them to craft a meaningful vision for their family and to expound upon the intent behind their wealth and the legacy they wish to leave. In an era of customization, our team is highly trained to provide in-depth service and follow through in a variety of changing economic environments.

Experience

  1. Assistant Vice President, Senior Financial Advisor, Senior Portfolio Advisor

    Merrill Lynch

    Nov 2014 — Present

    Inslee Wealth Management

Education

  • University of Vermont

    Bachelor's Degree

    2009 — 2014

Skills

  • Photoshop
  • Fundraising
  • Social Media
  • Facebook
  • Sales Management
  • Time Management
  • Entrepreneurship
  • Ical
  • Community Outreach
  • Event Management
  • Risk Managment
  • Prezi
  • Recruiting
  • Event Planning
  • Public Speaking
  • Social Media Blogging
  • Brand Communication
  • Coaching
  • Microsoft Word
  • Blogging
  • Social Networking
  • Social Media Marketing
  • Photography
  • Strategic Writing
  • Imovie
  • Sports Coaching
  • Ice Hockey
  • Human Resources
  • Public Relations
  • Media Relations
  • Strategic Public Relations Planning
  • Advertising
  • Iphoto
  • Sponsorship
  • Events Coordination
  • Sports Management
  • Strategic Planning
  • Indesign
  • Sports
  • Twitter

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Blair Inslee — Assistant Vice President, Senior Financial Advisor, Senior Portfolio Advisor at Merrill Lynch in Boston, MA, US | Unifers